Ready, Set, Retire!
Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence...
"Fairway Financial offers insurance products and services. We do not provide investment, tax or legal advice. Life insurance typically requires medical and often financial underwriting to qualify. Death benefits are tax free to a properly named beneficiary. Life insurance and annuities involve fees and charges including possible surrender penalties. LTC riders on insurance products are not a replacement for long term care insurance. Optional riders often require an additional annual fee. Annuity withdrawals are taxed as ordinary income and may incur an additional 10% IRS penalty before age 59-1/2. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company."
Ready, Set, Retire!
Tax Cuts and Retirement: What You Need to Know
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On this episode of The Ready, Set, Retire Podcast, Steve Anzuoni discusses the critical implications of tax cuts, the complexities surrounding Social Security taxation, and the realities of 401(k) plans as a replacement for pensions. He emphasizes the importance of proactive financial planning, especially as tax season approaches, and offers insights into strategies like Roth conversions and income planning for retirement.
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